Set up Salesforce and DocuSign

I am adding salesforce and docusing to my company. I dont have time to mess with getting it all set up with products and making sure everything works. So I am asking my fellow members here on BHW if any of you have set this up before.

I have worked with many CRM's and I am currently using Salesforce. It is easy to use and is very customizable. I could help you with some basic reporting views and lead/marketing catagories, process flow etc.

But I am not a programmer an do not build any custom features for it. It is pretty cool how they have tons of apps you can download to help you with that stuff.

mobileman said:

I have worked with many CRM's and I am currently using Salesforce. It is easy to use and is very customizable. I could help you with some basic reporting views and lead/marketing catagories, process flow etc.

But I am not a programmer an do not build any custom features for it. It is pretty cool how they have tons of apps you can download to help you with that stuff.

Click to expand...

yep they have a ton of apps that's why I went with them. Really what I am needing set up is

A lead comes in, we talk to them and then send out a quote.
we need product keyed in. Were an seo company and design so not a lot of product.

when the quote goes out it attaches the docusign document for that product which I still have to do up. I have already set the api up for docusign just need to set the forms up that it sends out.

and I think we are good for now with that. later we will be using the api to intergrate into our book keeping system so it stream lines the whole process.